How do I change an employee's allocations?
An employee allocation is a percentage of the employee's gross pay that has been set apart, or earmarked, to distribute to specific accounts. Human Resources can set up allocations on each position that is assigned to the employee.
Do this...
1. Open Connect Human Resources > Employees > Modify Existing Employees.
2. Use the field titled Employee to enter the employee name or number. Press Enter.
3. Click to select the Positions tab.
Human Resources displays all of the employee's positions on the Positions tab.
4. Click to select a position.
The position is highlighted and the position properties display below the Positions list.
5. Click to select the Allocations subtab.
6. Click to select the button titled Add a New Allocation.
Add a New Allocation button
A new row displays in the table on the Allocations subtab.
8. Click to select the field titled Percent.
9. Enter the percentage of the wages earned in the position to allocate.
10. Click to select the field titled GL Account.
11. Enter the GL account or partial GL account to send the percentage.
The percentage of the employee's wages will be allocated to the GL account.
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